1,541 hedge funds and large institutions have $75.7B invested in KLA in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 618 increasing their positions, 545 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

2% more call options, than puts

Call options by funds: $646M | Put options by funds: $631M

0% more funds holding

Funds holding: 1,5341,541 (+7)

1.57% less ownership

Funds ownership: 85.64%84.07% (-1.6%)

Holders
1,541
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$646M
Puts
$631M
Net Calls
Net Calls Change

Top Sellers

1 -$260M
2 -$238M
3 -$209M
4
BlackRock
BlackRock
New York
-$191M
5
First Trust Advisors
First Trust Advisors
Illinois
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
CFAM
976
Center For Asset Management
Florida
$590K
MWM
977
MorganRosel Wealth Management
Colorado
$583K
GAM
978
Griffin Asset Management
New York
$581K
MA
979
MJP Associates
Connecticut
$579K
ST
980
Smithfield Trust
Pennsylvania
$579K
CC
981
Centiva Capital
New York
$577K
KCM
982
Kathmere Capital Management
Pennsylvania
$576K
RFG
983
Range Financial Group
Oregon
$576K
SSWM
984
Smith Salley Wealth Management
North Carolina
$575K
AWM
985
Aries Wealth Management
Maine
$572K
CNBT
986
Canandaigua National Bank & Trust
New York
$570K
VWM
987
Valley Wealth Managers
New Jersey
$568K
AAM
988
Auxier Asset Management
Oregon
$568K
NAM
989
NorthCrest Asset Manangement
Minnesota
$566K
CT
990
Caldwell Trust
Florida
$557K
EWS
991
Evergreen Wealth Solutions
Pennsylvania
$557K
DAS
992
Diversify Advisory Services
Utah
$555K
CIA
993
Capital Investment Advisors
Georgia
$553K
SPC
994
Sigma Planning Corp
Michigan
$552K
VCM
995
Versant Capital Management
Arizona
$552K
TCA
996
Transcend Capital Advisors
New Jersey
$549K
TSS
997
Two Sigma Securities
New York
$545K
WAP
998
Wealthcare Advisory Partners
Pennsylvania
$540K
SYBT
999
Stock Yards Bank & Trust
Kentucky
$540K
MWM
1000
Mission Wealth Management
California
$537K